Creating a Sketch

Sketches and subtypes of sketches can be created and attached to a change request as Supporting Documentation. Sketches can be created by users assigned to any of these roles: Design Engineer, Senior Design Engineer, Manufacturing Engineer, or Senior Manufacturing Engineer.

You must have one of these roles:

  • App-specific : Design Engineer, Manufacturing Engineer, Senior Design Engineer, Senior Manufacturing Engineer.
  • Baseline: Author or Leader.

See also Deleting Specifications.

See Also
Sketch Properties
Editing Sketch Details
  1. Do either of the following to access the Create Sketch page:
    • Click > Engineering > Specifications > Create Sketch.
    • Click Create New from the page Actions menu or toolbar on the CR Supporting Documents list. See Supporting Documents.

    Only users with Create access for sketches will see these links.

  2. Add information about the sketch, including the following:

    Field Description
    Type Use the type of Sketch, or click to select a subtype.
    Owner Click to select the name of the person responsible for the sketch. See Predefined Queries. An object must always have an owner and only the owner can change ownership of the object. A notification is sent to the new owner.
    Originator Read-only field showing the name of the user who created the sketch.
    Description Type details that describe the sketch.
    CR to Connect Click to search for and select the change request to associate with the sketch. Search results show CRs in the Draft or Evaluate state. See Predefined Queries.
    Note: This field is not shown if you clicked Create New from the Supporting Documents page, since the related CR is already known.

  3. Click OK.

The sketch object is attached to the CR.